We are live on ! Find out more
ELV icon

Elevance Health

1,552 hedge funds and large institutions have $71B invested in Elevance Health in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 499 increasing their positions, 612 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $814M | Put options by funds: $530M

45% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 152

12% more capital invested

Capital invested by funds: $63.3B → $71B (+$7.7B)

4.02% more ownership

Funds ownership: 87.02%91.04% (+4%)

3% more funds holding

Funds holding: 1,5091,552 (+43)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

18% less repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 612

Holders
1,552
Holders Change
+43
Holders Change %
+2.85%
% of All Funds
18.89%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.38%
New
220
Increased
499
Reduced
612
Closed
152
Calls
$814M
Puts
$530M
Net Calls
+$283M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1251
Destination Wealth Management
California
$215K +$207K +614 New
NG
1252
Novem Group
New York
$214K -$442K -1,307 -68%
CIM
1253
Cambria Investment Management
California
$213K +$206K +609 New
AWE
1254
Avidian Wealth Enterprises
Texas
$213K +$205K +608 New
SB
1255
Strategic Blueprint
Georgia
$213K -$27.4K -81 -12%
PCA
1256
Prosperity Capital Advisors
Ohio
$213K -$169K -500 -45%
MSCM
1257
McElhenny Sheffield Capital Management
Texas
$213K +$205K +607 New
HA
1258
HFG Advisors
Ohio
$212K -$15.9K -47 -7%
BAM
1259
Belpointe Asset Management
Nevada
$211K +$203K +601 New
KA
1260
Kovack Advisors
Florida
$210K +$203K +600 New
JC
1261
JBF Capital
Colorado
$210K +$203K +600 New
FFA
1262
Florida Financial Advisors
Florida
$210K +$202K +599 New
AI
1263
AXS Investments
New York
$210K -$26.7K -79 -12%
MWM
1264
Maripau Wealth Management
Indiana
$210K +$202K +598 New
C
1265
Certuity
Florida
$208K -$41.6K -123 -17%
APWA
1266
Atlas Private Wealth Advisors
New Jersey
$208K +$200K +593 New
SLP
1267
Storen Legacy Partners
Indiana
$207K +$200K +592 New
3IP
1268
3Chopt Investment Partners
Virginia
$206K +$199K +589 New
PAS
1269
PKS Advisory Services
New York
$206K +$199K +588 New
HCA
1270
Harbour Capital Advisors
Virginia
$204K
LGF
1271
LGT Group Foundation
Liechtenstein
$204K -$140K -415 -41%
OFG
1272
Oxford Financial Group
Indiana
$204K -$208K -616 -51%
EWM
1273
Evercore Wealth Management
New York
$203K +$196K +579 New
VFG
1274
V2 Financial group
Illinois
$202K +$195K +576 New
TI
1275
Truepoint Inc
Ohio
$201K -$66.2K -196 -25%